Terms of Use
These terms apply to use of the PortfolioSight beta website and analytical tools.
Beta service
PortfolioSight is provided as a beta research tool. Features, data coverage, calculations, availability, and outputs may change without notice. The service may be interrupted, limited, or discontinued.
Permitted use
You may use PortfolioSight for lawful personal, educational, and professional research purposes. You may not attempt to disrupt the service, bypass access controls, overload the website, introduce malicious code, scrape the service at abusive rates, or use it in violation of applicable law.
No guarantee of accuracy
PortfolioSight relies on regulatory filings, security mappings, calculations, and third-party data that may be incomplete, delayed, incorrect, or subject to interpretation. You are responsible for independently verifying information before relying on it.
No investment advisory relationship
Use of PortfolioSight does not create an investment advisory, fiduciary, brokerage, legal, tax, or other professional relationship. See the Disclaimer for additional information.
Intellectual property
The PortfolioSight website, presentation, software, and original content are protected by applicable intellectual-property laws. Third-party data, trademarks, and source materials remain the property of their respective owners.
Limitation of liability
To the maximum extent permitted by law, PortfolioSight and its operators are not liable for losses arising from use of, inability to use, or reliance on the beta service, including investment losses, lost profits, lost data, business interruption, or indirect or consequential damages.
Changes to these terms
These terms may be revised as the service develops. Continued use after an updated version is posted constitutes acceptance of the revised terms.